CWA
JPM icon

Crusonia Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Crusonia Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
5,065
+178
+4% +$54K 0.31% 61
2025
Q4 		$1.57M Buy
+4,887
New +$1.51M 0.35% 55

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crusonia Wealth Advisors's JPM Position: Q1 2026 in Review

Crusonia Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $54K and bringing the position to 5,065 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #61.

Crusonia Wealth Advisors first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Crusonia Wealth Advisors held 5,065 shares of JPMorgan Chase worth $1.49M as of Q1 2026.
  • Crusonia Wealth Advisors bought 178 JPMorgan Chase shares in Q1 2026, an estimated $54K.
  • JPMorgan Chase made up 0.31% of Crusonia Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Crusonia Wealth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Crusonia Wealth Advisors's JPMorgan Chase position peaked at $1.57M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.